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HB Wealth Management’s Atlanticus Holdings ATLC Stock Holding History

HB Wealth Management’s Portfolio ATLC Stock Details ATLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.23M Buy
118,788
+112,407
+1,762% +$6.29M 0.04% 223
2025
Q4 		$427K Buy
6,381
+5
+0.1% +$294 ﹤0.01% 970
2025
Q3 		$374K Buy
+6,376
New +$385K ﹤0.01% 978
2025
Q2 		– Sell
-6,376
Closed -$326K – 1174
2025
Q1 		$326K Hold
6,376
– – ﹤0.01% 929
2024
Q4 		$356K Hold
6,376
– – ﹤0.01% 752
2024
Q3 		$224K Sell
6,376
-2,000
-24% -$66.1K ﹤0.01% 859
2024
Q2 		$236K Hold
8,376
– – ﹤0.01% 794
2024
Q1 		$248K Hold
8,376
– – ﹤0.01% 723
2023
Q4 		$324K Hold
8,376
– – ﹤0.01% 587
2023
Q3 		$254K Hold
8,376
– – ﹤0.01% 615
2023
Q2 		$352K Hold
8,376
– – 0.01% 507
2023
Q1 		$227K Hold
8,376
– – ﹤0.01% 635
2022
Q4 		$219K Buy
+8,376
New +$223K ﹤0.01% 621
2022
Q2 		– Sell
-4,000
Closed -$207K – 581
2022
Q1 		$207K Hold
4,000
– – ﹤0.01% 557
2021
Q4 		$285K Buy
+4,000
New +$267K 0.01% 400

Other funds holding ATLC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

HB Wealth Management's ATLC Position: Q1 2026 in Review

HB Wealth Management increased its Atlanticus Holdings (ATLC) stake by 1,762% in Q1 2026, buying an estimated $6.29M and bringing the position to 118,788 shares worth $6.23M. The position accounts for 0.04% of the portfolio, ranked #223.

HB Wealth Management first reported a position in ATLC in Q4 2021 and has held it in 15 quarters since. 108 funds tracked by Wall St. Rank hold ATLC as of Q1 2026.

  • HB Wealth Management held 118,788 shares of Atlanticus Holdings worth $6.23M as of Q1 2026.
  • HB Wealth Management bought 112,407 Atlanticus Holdings shares in Q1 2026, an estimated $6.29M.
  • Atlanticus Holdings made up 0.04% of HB Wealth Management's portfolio in Q1 2026, its #223 holding.
  • HB Wealth Management first reported a position in Atlanticus Holdings in Q4 2021 and has held it in 15 quarters since.
  • 108 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.